Comcast (CMCSA) vs Roku (ROKU)
Head-to-head comparison of performance, valuation, growth, profitability and dividends. Prices delayed 15 minutes; data as of Oct 8, 2026.
Summary
Roku (ROKU) has outperformed Comcast (CMCSA) over the past year, gaining 50.0% versus a loss of 27.0%. Over five years, ROKU leads with a -52.9% price change compared with -58.6% for CMCSA. Comcast is the larger company by market cap ($74.31 billion vs $22.68 billion), about 3.3 times the size, while Roku is growing revenue faster (+15.2% vs -0.0%).
On valuation, Comcast trades at a lower forward P/E (5.8x vs 38.6x for Roku). Comcast pays a dividend yielding 6.30%, while Roku does not currently pay one. Comcast converts more of its revenue into profit, with a net margin of 16.2% versus 1.9%.
Summary generated from market data by MetaCap's automated system. Methodology
Relative performance
Percent change in share price from the first common trading day shown; excludes dividends.
Head-to-head
| Metric | CMCSA | ROKU |
|---|---|---|
| Share price | $20.94 | $152.73 |
| Market cap | $74.31B | $22.68B |
| 1-day change | -1.37% | +0.44% |
| YTD return | -25.25% | +40.77% |
| 1-year return | -26.98% | +49.98% |
| 5-year return | -58.64% | -52.92% |
| P/E ratio (TTM) | 6.75 | 64.99 |
| Forward P/E | 5.84 | 38.65 |
| EPS (TTM) | $3.10 | $2.35 |
| Dividend yield | 6.30% | 0.00% |
| Annual dividend | $1.32 | $0.00 |
| Revenue (latest FY) | $123.71B | $4.74B |
| Revenue growth (YoY) | -0.02% | +15.18% |
| Net income (latest FY) | $20.00B | $88.36M |
| Gross margin | — | 43.79% |
| Operating margin | 16.71% | -0.12% |
| Net margin | 16.17% | 1.87% |
| 52-week high | $32.86 | $159.89 |
| 52-week low | $20.88 | $78.53 |
| Distance from 52-week high | -36.28% | -4.48% |
| Analyst consensus | hold | hold |
| Avg. price target upside | +37.20% | +6.29% |
| Average volume | 28.78M | 2.29M |
| Shares outstanding | 3.54B | 132.14M |
| Employees | 179,000 | 3,600 |
| Sector | Telecommunications | Telecommunications |
| Industry | Cable & Other Pay Television Services | Cable & Other Pay Television Services |
Highlighted cells mark the higher value for growth, returns, margins and yield, and the lower value for P/E ratios. Highlighting is a mechanical comparison, not a recommendation.
Key differences
- Comcast is about 3.3 times larger than Roku by market value ($74.31B vs $22.68B).
- ROKU has outperformed CMCSA by 77.0 percentage points over the past year.
- Roku trades at a higher earnings multiple (65.0x vs 6.8x trailing P/E).
- Comcast offers a meaningfully higher dividend yield (6.30% vs 0.00%).
- Comcast is more profitable, keeping 16.2 cents of every revenue dollar as net income versus 1.9 cents for Roku.
- Roku grew revenue faster in its latest fiscal year (+15.18% vs -0.02%).
About Comcast
CMCSA stock →Comcast Corporation operates as a media and technology company worldwide. The company operates through Residential Connectivity & Platforms, Business Services Connectivity, Media, Studios, and Theme Parks segments.
Telecommunications · Cable & Other Pay Television Services · 179,000 employees
About Roku
ROKU stock →Roku, Inc., together with its subsidiaries, operates a TV streaming platform in the United States and internationally. The company operates in two segments, Platform and Devices.
Telecommunications · Cable & Other Pay Television Services · 3,600 employees
CMCSA vs ROKU FAQ
Which is bigger, Comcast or Roku?
Comcast (CMCSA) is larger, with a market capitalization of $74.31B compared with $22.68B for Roku (ROKU).
Which stock has performed better over the past year, CMCSA or ROKU?
ROKU returned +49.98% over the past 12 months, compared with -26.98% for CMCSA (price return, excluding dividends). Past performance does not predict future results.
Which has the lower P/E ratio, CMCSA or ROKU?
CMCSA has the lower trailing P/E at 6.8, versus 65.0 for ROKU. A lower P/E is not by itself a sign of a better investment; it can reflect slower expected growth or higher risk.
Which pays a higher dividend, Comcast or Roku?
Comcast pays a dividend yielding 6.30%, while Roku does not currently pay a regular dividend.
Are Comcast and Roku in the same industry?
Yes. Both are classified in the Cable & Other Pay Television Services industry within the Telecommunications sector.